EWA
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EverSource Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

EverSource Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$330K Hold
6,502
– – 0.01% 799
2025
Q4 		$288K Buy
6,502
+100
+2% +$4.36K 0.01% 780
2025
Q3 		$278K Buy
6,402
+600
+10% +$26K 0.01% 754
2025
Q2 		$243K Buy
+5,802
New +$240K 0.01% 780
2025
Q1 		– Hold
0
– – – 4078
2024
Q4 		– Hold
0
– – – 3776
2024
Q3 		– Sell
-579
Closed -$23.5K – 3061
2024
Q2 		$23.5K Buy
+579
New +$22K ﹤0.01% 1424
2024
Q1 		– Hold
0
– – – 2931

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return